We are live on ! Find out more
FBIZ icon

First Business Financial Services

75 hedge funds and large institutions have $128M invested in First Business Financial Services in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

0.46% more ownership

Funds ownership: 62.68%63.15% (+0.46%)

5% less funds holding

Funds holding: 7975 (-4)

10% less capital invested

Capital invested by funds: $143M → $128M (-$14.5M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
34
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$16.8M -$2.52M -106,850 -13%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M -$141K -6,000 -1%
BlackRock
3
BlackRock
New York
$10.2M +$73.8K +3,137 +0.7%
FBFS
4
First Business Financial Services
Wisconsin
$8.97M +$37.1K +1,578 +0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.42M +$71 +3 +0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.62M +$535K +22,744 +7%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.83M +$63.4K +2,695 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4.56M -$942K -40,021 -17%
MI
9
M3F Inc
Utah
$4.36M +$1.18M +50,155 +36%
State Street
10
State Street
Massachusetts
$4.05M -$53.6K -2,275 -1%
Northern Trust
11
Northern Trust
Illinois
$3.82M +$2.85K +121 +0.1%
LSV Asset Management
12
LSV Asset Management
Illinois
$3.7M -$120K -5,100 -3%
PRCP
13
Pacific Ridge Capital Partners
Oregon
$2.66M +$70.5K +2,997 +3%
PCA
14
PL Capital Advisors
Florida
$2.34M
JP Morgan Chase
15
JP Morgan Chase
New York
$1.97M -$46K -1,955 -2%
MCM
16
Maltese Capital Management
New York
$1.85M +$1.88M +80,000 New
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.74M
PCM
18
Poehling Capital Management
Wisconsin
$1.7M -$47.1K -2,000 -3%
BCM
19
Bridgeway Capital Management
Texas
$1.7M
ROC
20
River Oaks Capital
Minnesota
$1.65M +$63.6K +2,700 +4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.59M +$41K +1,742 +3%
BCM
22
BHZ Capital Management
California
$1.42M +$269K +11,419 +23%
Federated Hermes
23
Federated Hermes
Pennsylvania
$1.29M +$5.86K +249 +0.4%
Deutsche Bank
24
Deutsche Bank
Germany
$1.25M +$113K +4,801 +10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.19M +$21.2K +899 +2%

FBIZ Hedge Fund Activity: Q3 2018 in Review

75 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q3 2018, worth a combined $128M — down 10% from $143M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FBIZ and 1 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 34 added.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $1.88M. The largest seller was Banc Funds Company, cutting an estimated $2.52M.

  • 75 institutional investors held First Business Financial Services (FBIZ) as of Q3 2018, down from 79 in Q2 2018.
  • Funds reported $128M of First Business Financial Services stock for Q3 2018, down 10% quarter-over-quarter.
  • 1 fund opened new First Business Financial Services positions in Q3 2018 and 5 closed out, a net change of -4 holders.
  • The largest First Business Financial Services buyer in Q3 2018 was Maltese Capital Management, an estimated $1.88M added.
  • The largest First Business Financial Services seller in Q3 2018 was Banc Funds Company, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2018.